How do I report on all donations to a fund within a specific date range?

It may be useful to report all donations that have been given to a specific fund over the course of a year or any other specific date range.

Article
Number:117520

Products:

Blackbaud_eTapestry

1. Click the Queries button on the menu bar2. Click Manage Queries3. Select a category that you want to store this query in (Ex: Base)4. Click New Query under the Tasks menu5. Name the query "All 2017 Donations"6. Set the Starting Query to Base: All Constituents - A7. Set the Data Return Type to Journal Entries8. Select Match Each Criteria under the Criteria Matching field9. Select Commonly Used Fields from the Browse Fields drop down menu and click on Journal Entry Date10.Fill in 1/1/2017-12/31/201711. Select Commonly Used Field from the Browse Fields drop down menu and click on Fund, select your fund name

Go to the task bar, click save and run report

Select a category for the report to be stored in

Click new report

Fill in a name and description

Scroll down to report columns Account Name, Fund and Received and any other column you want to see

Scroll back up to “Group by” and select Fund

Click save and run under the task bar on the left

Select the Query Category and Query that you just created

Submit the report

Was this article helpful?

Thanks for your feedback! Did this solve your issue?

Comments (optional):

Thanks for your feedback!

We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.

We’re sorry to hear that. Please tell us why.

I don't like how this works.

The answer is confusing.

The answer didn't match what I was searching for.

Additional Comments (optional):

Thanks for your feedback! If you need assistance, click Chat with Support below.